ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 273 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,775,386 | -8.6% | 9,878 | -6.1% | 3.02% | -5.7% |
Q2 2023 | $4,132,031 | -11.8% | 10,518 | -23.8% | 3.20% | -15.7% |
Q1 2023 | $4,683,132 | +22.0% | 13,802 | +0.7% | 3.80% | +25.3% |
Q4 2022 | $3,838,646 | +14.9% | 13,709 | +13.4% | 3.03% | +1.8% |
Q3 2022 | $3,341,000 | -6.1% | 12,086 | -0.0% | 2.98% | -1.6% |
Q2 2022 | $3,559,000 | -2.6% | 12,090 | +28.6% | 3.02% | +4.9% |
Q1 2022 | $3,654,000 | -10.6% | 9,403 | +1.0% | 2.88% | -10.4% |
Q4 2021 | $4,089,000 | – | 9,313 | – | 3.22% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stuart Chaussee & Associates, Inc. | 42,704 | $12,572,000 | 27.18% |
Mathes Company, Inc. | 32,880 | $9,680,000 | 4.71% |
Legacy Financial Strategies, LLC | 31,741 | $9,344,000 | 4.61% |
WestEnd Advisors, LLC | 469,727 | $138,282,931,000 | 4.36% |
SHELTON WEALTH MANAGEMENT, LLC | 12,090 | $3,559,000 | 3.02% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 190,898 | $56,198,000 | 2.84% |
Equitable Holdings, Inc. | 477,250 | $140,497,000 | 2.68% |
AFT, FORSYTH & COMPANY, INC. | 9,932 | $2,924,000 | 2.36% |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 65,157 | $19,182,000 | 2.09% |
Destination Wealth Management | 164,350 | $48,383,000 | 1.95% |